SEC 13F Intelligence

NUSHARES ETF TR

CUSIP 67092P771

Nushares Etf Tr has 20 institutional holders in Filings Flow’s 13F database, together reporting 1.04M shares worth $27M as of Q1 2026. The largest reported holders are Berger Financial Group, Inc, Cwm, LLC, and Fullcircle Wealth LLC.

Institutional Holders
20
Q1 2026
Reported Value
$27M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 12Q4 ’25Q1 ’26: 20Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $19MQ4 ’25Q1 ’26: $27MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Concorde Financial Corp$127M AUM1.06%$2M72.5KQ3 2025OLDER
Berger Financial Group, Inc$1.8B AUM0.83%$15M578.6KQ1 2026
FULLCIRCLE WEALTH LLC$284M AUM0.74%$2M79.6KQ3 2025OLDER
Astoria Portfolio Advisors LLC.$470M AUM0.38%$2M67.6KQ1 2026
Buckley Wealth Management, LLC$392M AUM0.13%$513,68919.9KQ1 2026
Centurion Wealth Management LLC$418M AUM0.06%$247,3169.6KQ1 2026
Krilogy Financial LLC$3.1B AUM0.03%$1M39.3KQ1 2026
MBL Wealth, LLC$1.3B AUM0.03%$334,97013.0KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.01%$2M62.6KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.01%$348,78113.5KQ1 2026
CWM, LLC$38.1B AUM0.01%$2M83.6KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$655,74225.4KQ1 2026
Arkadios Wealth Advisors$6.1B AUM0.00%$223,2868.7KQ1 2026
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.00%$4,432172Q1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$226,1288.8KQ1 2026
Waverly Advisors, LLC$13.4B AUM0.00%$80,6963.1KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$1M46.5KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$804,01431.2KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$29,5291.1KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$12,883500Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$363,28814.1KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$108,6304.1KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$27,7231.1KQ2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$26,0001.0KQ3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.